Semianalysis agrees with my analysis of SpaceX getting up to $300 Billion per year by end of 2027.
Spot prices are higher. The AI lease rates make sense.
Coreweave and Nebius are spreading out fixed premium GPUs annual prices but requiring 5 year lockin. 5 years for $100 billion but not available during the next 6-12 months when most valuable.
SpaceX is willing to get premium rents now and willing to replace clients with other clients on the spot market or to make revenue themselves (Via cursor and Grok).
SpaceX And XAI build faster. 1 year to build and dropping to 6-9 months and they are already the lowest cost and getting more cost advantage.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
